You have the ability to create macros for the asset type Account. Additionally, you will be able to set/unset account properties in bulk in the account settings window using macros. This article covers steps to add and mange permissions for account macros.

To manage permissions for Account Macro

1. Click the New Tab icon . Under the Platform Modules, click All Settings within Listen.

2. In the Platform Settings window, in the right pane either select Workspace Roles or Global Roles within Manage Workspace and Manage Customer in the left pane, respectively.

3. In the Roles (Settings) window, click Create Role in the top right corner to add a role.

4. In the Create New Role window, fill in the following details:

   1. Enter a Name to identify the role (ex: Marketing Team, Customer Care Team) and an optional Description for the role.

   2. Under the Users and User Groups section, select the Assigned Users and Assigned User Groups from the drop-down menu.

   3. Under the Role Permissions section, search and select the Apply Account Macro permissions (or select Apply Account Macro permissions under Account with Setup).

      

5. Click Save in the bottom right corner to define roles and permissions for any user.

To Create an Account Macro

1. Click the New Tab icon . Under the Platform Modules, select Macros within Collaborate.

2. Click Create Macro in the top right corner of the Macros(Settings) window.

3. On the Create Macro window, fill in the required details. Make sure to select Account in the Apply macro on option. For more information, see Create a Macro.

   

4. Under Set Actions, you will find account-specific actions available. For more information, see below Available Account Actions.

   

5. Click Save in the bottom right corner of the Create Macro window.

Available Account Actions

Steps To Apply Macros in Account (Settings) window

1. Click the New Tab icon . Under the Platform Modules, select Social Accounts within Collaborate.

2. In the Account (Settings) window, check the box to the left side of the Account Name.

3. Next, click Apply Macro in the botttom center of the Account (Settings) window.

4. Next, select the create macro from the drop-down menu.